ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BlackDiamond Wealth Management Inc.'s Holding History (CIK: 0001903059)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,686 Value ($000) $5,876 Avg Close — Range —
Q3 2025
Shares 35,577 Value ($000) $5,182 Avg Close — Range —
Q2 2025
Shares 36,192 Value ($000) $4,886 Avg Close — Range —
Q1 2025
Shares 39,366 Value ($000) $4,855 Avg Close — Range —
Q4 2024
Shares 37,396 Value ($000) $4,810 Avg Close — Range —
Q3 2024
Shares 37,686 Value ($000) $4,958 Avg Close — Range —
Q2 2024
Shares 39,054 Value ($000) $4,541 Avg Close — Range —
Q1 2024
Shares 37,502 Value ($000) $4,324 Avg Close — Range —
Q4 2023
Shares 46,685 Value ($000) $5,052 Avg Close — Range —
Q3 2023
Shares 51,639 Value ($000) $4,702 Avg Close — Range —
Q2 2023
Shares 47,095 Value ($000) $4,742 Avg Close — Range —
Q1 2023
Shares 45,848 Value ($000) $4,100 Avg Close — Range —
Q4 2022
Shares 50,141 Value ($000) $4,350 Avg Close — Range —
Q3 2022
Shares 51,049 Value ($000) $4,364 Avg Close — Range —
Q2 2022
Shares 45,704 Value ($000) $4,020 Avg Close — Range —
Q1 2022
Shares 45,201 Value ($000) $4,563 Avg Close — Range —
Q4 2021
Shares 46,425 Value ($000) $4,967 Avg Close — Range —